check

OE Teams - Onboarding Assessment

Your responses will help us to better understand where you are now, what your focus is going into 2025, and how we can maximize this experience for you.

Click the button below to start.

Start

LIFE ARENAS ASSESSMENT

Read through the assessment for the different life arenas below and rate yourself from 1-10 in each category. The goal of this short assessment is to help you identify areas for improvement. 

As with any assessment, the goal isn’t a complete or perfect snapshot and rating of every nuance of your life, but rather a good opportunity for overall self-reflection. So, don’t stress about the exact wording of these descriptions. Instead, just give your overall impression of how you rate in each category based on the last 6-12 months of your life.  

Question 2 of 21

HEALTH (Fitness, Nutrition, Energy)

I feel that my overall physical and emotional health and well-being is primed and optimized to make me feel energetic, motivated and strong each day. I have the physical stamina and energy to deal with life’s challenges and opportunities. I regularly take care of myself so that I can feel my best. 

A

1-3

B

4-6

C

7-8

D

9-10

Question 3 of 21

MISSION (Business, Career) 

I feel clear, energized and fulfilled by my work and contribution to the world. I believe my work or day’s efforts adds real value to the world and is a true reflection of my best efforts and contributions. I enjoy the lifestyle my work is helping me experience in life. 

A

1-3

B

4-6

C

7-8

D

9-10

Question 4 of 21

LIFESTYLE (Hobby, Fulfillment, Life-Satisfaction) 

I feel a deep and consistent sense of fulfillment in my life. I spend as much time as I’d like with the things in my life that I most enjoy. I have a passionate past-time that allows me to express, enjoy or develop myself outside of my job/career. I give enough time to the things I love in life. 

A

1-3

B

4-6

C

7-8

D

9-10

Question 5 of 21

MINDSET (Personal Growth) 

I feel mentally strong and like my mindset supports the things in my life I’m most passionate about. I actively stimulate my mind with new experiences that are in alignment with my goals and dreams. I have established an action plan that allows me to positively condition my mind and I express gratitude regularly.  

A

1-3

B

4-6

C

7-8

D

9-10

Question 6 of 21

SPIRIT (Faith, Presence, Awareness, Beliefs, Values)  

I feel connected to the present moment and vitally alive in my spirit. I am congruent with my beliefs and behaviors and I keep my faith and values at the forefront of my decisions and daily actions. 

A

1-3

B

4-6

C

7-8

D

9-10

Question 7 of 21

FINANCES 

I have the level of abundance I need to have a stable income and lifestyle I desire for myself and my family. I earn and invest at the levels I had hoped at this time in my life. I have a clear vision for improving my finances and lifestyle in the next few years. 

A

1-3

B

4-6

C

7-8

D

9-10

Question 8 of 21

LOVER (Significant Other)

I feel a consistently deep, trusting, appreciative, soulful, loving connection with my significant other. I am patient, respectful and attentive to my partner’s needs. 

A

1-3

B

4-6

C

7-8

D

9-10

E

N/A (I don't have a significant other at the moment)

Question 9 of 21

FAMILY & FRIENDS 

My immediate social circle of family and friends brings connection, fun and positive energy into my life. I seek out positive people and I do my very best to bring positive energy and real authenticity into all my relationships. 

A

1-3

B

4-6

C

7-8

D

9-10

PERSONAL OPERATING SYSTEM ASSESSMENT

We will do a considerable amount of work together focused on building your Personal Operating System. When properly constructed, your operating system will help you feel more in control of your life, more consistent with key behaviors and habits, and more engaged with the key drivers of growth, progress, joy and overall life satisfaction. 

The goal of this short assessment is to help you gain clarity on how you feel across the 6 Pillars of your Personal Operating System and identify areas for improvement. As with any assessment, the goal isn’t a complete or perfect rating of every nuance of your life, but rather a good opportunity for overall self-reflection. So, don’t stress about the exact wording of these descriptions. Instead, just give your overall impression of how you rate in each category based on the last 6-12 months of your life. 

Question 11 of 21

AWARENESS  

I’m clear on where I am—in all of the major areas of my life—I’m clear on how I got here, and I’m clear on what exists in my life as a result. I regularly reflect on my performance, celebrate my progress and identify opportunities for improvement. I accept full responsibility for where I am in my life and use my awareness to help me determine clear next steps. 

A

1-3

B

4-6

C

7-8

D

9-10

Question 12 of 21

CLARITY 

I have comprehensive clarity. That is, I’m supremely clear on what it is that I want in all of the major areas of my life. I also have compelling clarity. My clarity excites me and adds a level of anticipation in my life. I have identified an ideal vision for my life at least 5 or 10 years into the future, and I also have established a systematic way to ensure heightened clarity in the short term as well.  

A

1-3

B

4-6

C

7-8

D

9-10

Question 13 of 21

STRATEGIC ACTIVITY

I have an over-arching system that helps me to effectively plan, prepare and prioritize on a consistent basis. I excel at managing my time and structuring my schedule in a way that allows me to work efficiently and effectively toward my highest priorities. Focus is a strength of mine and I have no issue executing on my highest priorities. 

A

1-3

B

4-6

C

7-8

D

9-10

Question 14 of 21

CONNECTION

I recognize the incredible significance of my relationships and have an action plan in place that helps me to continue to strengthen and improve my top relationships. I am in a great place with all of my most important relationships. I deliberately surround myself with other growth-minded people who have similar goals and aspirations.  

A

1-3

B

4-6

C

7-8

D

9-10

Question 15 of 21

PSYCHOLOGY 

I have an action plan to positively condition and strengthen my mind. I have daily practices that help me operate from a strong mental state. I have a system in place and practices that I adhere to regularly that help me to consistently upgrade my current level of psychology. 

A

1-3

B

4-6

C

7-8

D

9-10

Question 16 of 21

PHYSIOLOGY

I have the health and energy necessary to sustain high performance throughout each day, week and month. My energy and focus don’t wane in the afternoon. I have an action plan that helps me to get in the physical state I need to be in order to perform at my highest level. I am intentional about taking breaks throughout the day to make certain my energy is where it needs to be to perform at a high level.  

A

1-3

B

4-6

C

7-8

D

9-10

GETTING TO KNOW YOU

The remaining four questions will help us to understand two critical things about you: (1) What you want, and (2) What's getting in the way, or creating resistance for you.

Please be honest in your responses. We will not be sharing them with anyone else. These questions are designed to help us understand you better so that we can ensure your experience with OE is more relevant based on what is important to you. 

Question 18 of 21

What is the number one thing you want to achieve or improve on in your life in 2025? (Can be personal or professional.) 

Question 19 of 21

What are your top 3 objectives or priorities for 2025? (Can be personal or professional—ideally a mix.) 

Question 20 of 21

Where do you feel you most need to grow right now? 

Question 21 of 21

What do you think is the biggest weakness or obstacle that stands in the way of what you want (the one thing that you repeatedly run into)? 

Confirm and Submit